TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.34B
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.97M
3
+$3.48M
4
AAPL icon
Apple
AAPL
+$3.32M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.23M

Top Sells

1
+$5.46M
2
+$3.78M
3
+$3.57M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.07M
5
CHTR icon
Charter Communications
CHTR
+$2.65M

Sector Composition

1 Technology 10.5%
2 Financials 8.03%
3 Healthcare 7.29%
4 Communication Services 4.99%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$777K 0.03%
26,632
+11,598
352
$774K 0.03%
20,633
+700
353
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13,922
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2,603
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355
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13,935
+2,604
356
$762K 0.03%
16,332
+7,205
357
$761K 0.03%
4,288
-426
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14,740
+718
359
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11,132
-3
360
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17,440
-302
361
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11,442
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362
$721K 0.03%
21,640
-1,919
363
$714K 0.03%
7,301
-679
364
$707K 0.03%
32,646
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365
$706K 0.03%
98,390
366
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22,543
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367
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3,186
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368
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20,906
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369
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26,609
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370
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38,159
-2,946
371
$683K 0.03%
2,579
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372
$682K 0.03%
7,393
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373
$681K 0.03%
16,049
-1,540
374
$678K 0.03%
9,971
+1,968
375
$672K 0.03%
4,196
-857
13 14
15
16 17